Founded in 2007, QUATRIMONIA is an independent wealth management consulting firm based in Lyon, France. The company provides personalized strategies and support to a clientele of private individuals, entrepreneurs, and professionals. Its core mission is to assist clients in building, managing, and passing on their wealth through a holistic approach that includes financial investment advice (as a registered CIF), insurance brokerage, and real estate transaction services. QUATRIMONIA is regulated and registered with ORIAS, emphasizing its commitment to professional standards and client protection.

Founded in

France